The processing platform in reports & analytics contains some rollup functionality. However, the number of report suites and allowed tables limits it. By configuring data requests in report builder, high-level data with many report suites can be made available. It involves the following steps:

Obtaining a list of report suite IDs

Preparing the workbook for report builder requests

Creating and configuring a data request

Copying data requests

Using Excel's SUM function

This method supports up to 1000 report suites, as that is the maximum number of requests any single workbook can hold at a time. It also only works with aggregated or trended metrics. This method does not work with ranked reports.

IMPORTANT: Including hundreds of requests in a single workbook slows down report builder and API processing. Do not use this method if your organization has other report builder workbooks with time dependencies.

Step 1: Obtain a list of report suite IDs

If there are only several report suites you'd like to roll up, the easiest way to obtain them is by going to the Star Menu > Admin Tools > Report Suites. Each report suite's friendly name and its associated ID is available; copy and paste each into your workbook.

If the number of desired report suites runs into the hundreds, have one of your organization's supported users contact Customer Care. There are specific internal tools available that provide the ability to gain a list of all RSIDs within a login company.

Once the list of report suite IDs is obtained, place them all in column A within your workbook.

Step 2: Prepare the workbook

When you have the list of report suite IDs you want to roll up in column A, do the following:

Highlight all of columns B and C, right-click, and choose Format Cells. Set the type to Date, and click OK.

Place the start date of the data you want to retrieve in cell B1, and the end date in cell C1.

Highlight cell B2, and drag the lower-right corner of the cell to the bottom of the list. All of column B now references the same date. Do the same for cell C2.Note: Dragging cells B1 or C1 causes the date ranges to linearly increase, which is not desired results.

Give it a minute or two to copy the request across all rows. Once complete, the data from the first request is copied: this copying is expected.

Under the Add-ins tab, click Refresh. The workbook refreshes all requests according to the report suite in column A. This refresh can take anywhere between a couple minutes with a dozen report suites to an hour or more with hundreds of report suites.Note: Do not click Manage unless your workbook has less than 100 requests. ReportBuilder's request manager times out with hundreds of requests.

Step 5: Using Excel's SUM function

When all data is successfully refreshed, simply sum each column to obtain the desired data:

Locate any empty cell, and type =SUM(

Without losing focus on the cell input, select all cells in column D. Close the parenthesis and press Enter.

To change the date range for this workbook, change cell B1 or C1 and click Refresh. The total automatically updates whenever values change.

Twitter™ and Facebook posts are not covered under the terms of Creative Commons.